Optima Capital’s Novo Nordisk NVO Stock Holding History

Optima Capital’s Portfolio NVO Stock Details NVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,034	Closed	-$52.6K	–	911
2025 Q4	$52.6K	Buy	+1,034	New	+$52.9K	0.02%	302

Other funds holding NVO

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Optima Capital's NVO Position: Q1 2026 in Review

Optima Capital sold out of Novo Nordisk (NVO) in Q1 2026, closing a stake of 1,034 shares — an estimated $52.6K sold.

Optima Capital first reported a position in NVO in Q4 2025 and held it in 1 quarter. The position peaked at $52.6K in Q4 2025. 1,273 funds tracked by Wall St. Rank hold NVO as of Q1 2026.

Optima Capital reported no remaining Novo Nordisk position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1,034 Novo Nordisk shares in Q1 2026, an estimated $52.6K.
Optima Capital first reported a position in Novo Nordisk in Q4 2025 and held it in 1 quarter.
Optima Capital's Novo Nordisk position peaked at $52.6K in Q4 2025.
1,273 funds tracked by Wall St. Rank held Novo Nordisk as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.